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    Financial Advice in Holywood

    Find local financial advice with Wren Sterling’s network of Independent Financial Advisers based in Holywood

    Speak to our Holywood financial advice team

    Our team of Independent Financial Advisers serve Holywood and the surrounding area. You can find us a short drive from Belfast City Centre with ample parking facilities. If you would prefer to discuss your financial planning remotely, you can talk with your Holywood Financial Adviser by phone or online.

    A Wren Sterling Financial Planner can help you explore whether financial advice is right for you – get in touch to find out more.

    Our services

    Financial Advice in Holywood

    • Investment Planning

      Investment Advice

      If you’re looking to grow your wealth or make better use of the savings you already have, a Wren Sterling Financial Adviser can help you build an investment approach that works for you.

      Investment Advice
    • Retirement Planning

      Pensions and retirement advice

      Retirement should reflect the life you want to lead. A Financial Adviser can explain your pension planning options and help you feel more confident about your financial future.

      Retirement Planning
    • Estate Planning

      Passing on your legacy

      Estate Planning can help you pass on your assets tax efficiently and to the people and causes that matter most. Our Holywood Financial Planners can guide you through Inheritance Tax considerations and help you put the right structure in place.

      Estate Planning
    • Workplace Advice

      Financial Advice for Business Owners

      Whether you’re growing your business or preparing for a sale, our Financial Planners can help you bring your business and personal goals together, plan tax efficiently and protect the wealth you’ve worked hard to build.

      Financial Advice for Business Owners
    • Independent Mortgage Advice

      Finding the right mortgage for you

      If you’re a first-time buyer or looking for a better deal, an independent Mortgage Adviser can compare lenders across the market and recommend the right mortgage for your needs and circumstances.

      Mortgage advice from Wren Sterling

    Meet the Holywood team

    • Jeff Ralston

      Jeff Ralston

      Regional Director
      Jeff has been working in financial services for over 25 years, in both holistic personal and corporate roles. Joining Wren Sterling in 2023 as a…Read more
    • David Kyle

      David Kyle

      Independent Financial Adviser
      David has 25 years’ experience in Financial Services, and joined the previous incarnation of Wren Sterling’s Belfast team, Ralston Bennett, since…Read more
    • Julie McVeigh

      Julie McVeigh

      Independent Financial Adviser
      With 35 years’ experience in Financial Services, Julie joined 18 years ago from Aegon/Scottish Equitable and has had a few roles throughout the…Read more
    • Gordon Smith

      Gordon Smith

      Independent Financial Adviser
      Gordon boasts almost 29 years financial services experience. In his time in the industry he has worked for large product providers and several advice…Read more

    Decoration
    • David was very knowledgeable about the options available and followed up quickly with further advice and help.

      Anthony, 
       5* on feefo

    • I thought the Financial Services that they provided were in great detail and informative and their advice helped achieve what I needed.

      Darren, 
       5* on feefo

    • Excellent, professional. I thought the Financial Services that they provided were in great detail and informative and their advice helped achieve what I needed.

      Darren, 
       5* on feefo

    • Adviser was very knowledgeable about the options available and followed up quickly with further advice and help.

      Anthony, 
       5* on feefo

    This information does not constitute personal advice and does not take into account your individual circumstances. You should seek regulated financial advice before making any financial decisions.

    The value of your investments can go down as well as up, so you could get back less than you invested. Pensions are long‑term investments. You cannot normally access your pension before age 55, rising to 57 in 2028.

    Your home may be repossessed if you do not keep up repayments on your mortgage. Unlike most other mortgage advice, advice on buy-to-let mortgages are not regulated by the Financial Conduct Authority (FCA).

    Tax treatment depends on your individual circumstances and may be subject to change.

    By submitting an enquiry form you voluntarily choose to provide personal details to us via this website. Your personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.  You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. By submitting this information you have given your agreement to receive contact from us. For more information please visit our Privacy Policy.